decade
Advisory Tool · Case

The Decade Advisory Tool.

An AI-powered advisory tool for high-income clients: human-led advice, with AI as the infrastructure that makes it institutional-grade and scalable. The five pieces of the case are below.

1
The Deck
The case presentation, 23 slides.
Open → 2
The Memo
The product, the user, and the architecture.
Open → 3
The Plan Document
An example client plan (illustrative).
Open → 4
The Engine
The advisor's interface.
Open → 5
The View
The client's interface.
Open →